In recent weeks, I haven’t made any changes to the high growth portfolio. The selling pressure has been so sustained and indiscriminate there really weren’t the kinds of opportunities for which I look. But I did decide that selling the 1900 shares of GAN in the portfolio, and using the funds to increase the holding…
GAN: Continuing its journey as the pick and shovel vendor of the on-line gaming space; Teladoc (TDOC)-a completely misunderstood and underappreciated company. This is likely the last post to be sent before the Christmas holiday. For those of you who celebrate the holiday, the best wishes from our little group of Ticketeers. And for all…
Pure Pure is scheduled to report the results of its fiscal Q2 on Wednesday, 8/25. I rarely try to handicap quarterly earnings-to do so requires information I simply do not possess. We have about a 4.5% weighting in the name; we started the position more than 2 years ago, and it has appreciated just 20%…
We added 950 shares of GAN, LTD (GAN) to our high growth portfolio at the opening price of $16.54 as was our plan indicated in the previous post. As mentioned, the substantial upside that GAN reported as well as the strong increase in guidance, made this a compelling purchase. Indeed, we note that even at…
After the market closed today, Wednesday July 7,2021 Gan announced a very substantial upside in terms of its quarterly operating performance. Specifically, the company is indicating that revenues for the quarter were $35 million for the quarter. This compares to prior expectations for the period of $24 million. Further, the company provided a full year…
Many readers will have noted the rapid appreciation of Upstart shares last week. The shares rose by just less than 50% in the last 5 days. I have considered what to do next. While part of the reason for Upstart’s performance is that the shares should have appreciated and not fallen when earnings were released,…
We took a starter position in the shares of GAN a few weeks ago. Until this week, the shares had held up quite well, and had avoided the sector rotation that started in the middle-of February. This past week, the shares imploded and were down by 28%, climaxed by a fall of 13.5% on Friday…